Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 468 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.4%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,299,891
+1.5%
81,819
+8.1%
0.07%0.0%
Q2 2023$7,195,460
+1.1%
75,670
-0.5%
0.07%
-6.5%
Q1 2023$7,120,137
-45.4%
76,078
-46.7%
0.08%
-33.6%
Q4 2022$13,031,215
-99.9%
142,714
-38.0%
0.12%
+13.7%
Q3 2022$9,494,485,000
+70449.0%
230,090
+52.2%
0.10%
-26.1%
Q2 2022$13,458,000
+66.3%
151,164
+91.3%
0.14%
+64.3%
Q1 2022$8,093,000
-2.3%
79,037
-0.3%
0.08%0.0%
Q4 2021$8,281,000
+5.4%
79,247
+1.5%
0.08%
+6.3%
Q3 2021$7,858,000
-37.3%
78,052
-34.3%
0.08%
-44.4%
Q2 2021$12,529,000
+257.8%
118,840
+241.9%
0.14%
+222.7%
Q1 2021$3,502,000
+24.9%
34,763
+0.6%
0.04%
+33.3%
Q4 2020$2,804,000
-99.8%
34,563
+161.1%
0.03%
+10.0%
Q3 2020$1,615,000,00013,2390.03%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders